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Personal Finance Course Overview MBA. Juan José Salas M. México 2009
Course Overview ,[object Object],[object Object],[object Object],[object Object],[object Object]
Course Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your Goals in Life ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your Goals in Life ,[object Object]
Setting Financial Goals ,[object Object],[object Object],[object Object],[object Object]
Maximizing Income ,[object Object],[object Object],[object Object]
Minimizing Expenses ,[object Object],[object Object],[object Object],[object Object]
Maximizing Assets ,[object Object],[object Object],[object Object]
Minimizing Liabilities ,[object Object],[object Object],[object Object],[object Object]
Major Financial Planning Areas ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A planning approach ,[object Object],[object Object],[object Object],[object Object],[object Object]
A planning approach ,[object Object],[object Object],[object Object],[object Object]
Life-Cycle Financial Planning (assumes children/marriage) Life-Cycle Phases Financial Planning Areas Young adult (18 – 25) Consumption and savings; career Family formation (26 – 35) Consumption and savings; career; debt; insurance; income taxes Family development (36 – 49) Investment; retirement; income taxes Family maturity (50 – 60) Investment; retirement; estate Retirement (60 – ?) Estate; income taxes
Determining Net Worth ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reflecting on what it all means ,[object Object],[object Object]
Discussion Questions ,[object Object],[object Object],[object Object],[object Object],[object Object]
Please contact: ,[object Object],[object Object]

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Personal Finance Mexico

  • 1. Personal Finance Course Overview MBA. Juan José Salas M. México 2009
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  • 6.
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  • 9.
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  • 11.
  • 12.
  • 13.
  • 14. Life-Cycle Financial Planning (assumes children/marriage) Life-Cycle Phases Financial Planning Areas Young adult (18 – 25) Consumption and savings; career Family formation (26 – 35) Consumption and savings; career; debt; insurance; income taxes Family development (36 – 49) Investment; retirement; income taxes Family maturity (50 – 60) Investment; retirement; estate Retirement (60 – ?) Estate; income taxes
  • 15.
  • 16.
  • 17.
  • 18.